American Investment Services, Inc. 13F 持仓 · 2026年Q2
American Investment Services 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 133 只证券,申报市值合计 4.73 亿美元。前几大持仓:GLDM(8.25%)、VUG(8.22%)、DFUV(5.52%)。本季前 25 大持仓中:增持 14 只、减持 11 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | GLDM | WORLD GOLD TR | $39.0M | 8.25% | 491,625 | 增持 |
| 2 | VUG | VANGUARD INDEX FDS | $38.9M | 8.22% | 451,625 | 增持 |
| 3 | DFUV | DIMENSIONAL ETF TRUST | $26.1M | 5.52% | 474,682 | 减持 |
| 4 | VYMI | VANGUARD WHITEHALL FDS | $20.3M | 4.29% | 206,897 | 减持 |
| 5 | DFAS | DIMENSIONAL ETF TRUST | $15.1M | 3.20% | 183,701 | 增持 |
| 6 | DFIC | DIMENSIONAL ETF TRUST | $15.0M | 3.18% | 403,790 | 增持 |
| 7 | DFUS | DIMENSIONAL ETF TRUST | $14.9M | 3.15% | 181,888 | 增持 |
| 8 | VTV | VANGUARD INDEX FDS | $13.1M | 2.76% | 60,000 | 减持 |
| 9 | DFGR | DIMENSIONAL ETF TRUST | $11.2M | 2.37% | 386,559 | 增持 |
| 10 | DFEM | DIMENSIONAL ETF TRUST | $11.0M | 2.31% | 269,464 | 减持 |
| 11 | VPU | VANGUARD WORLD FD | $10.8M | 2.28% | 55,147 | 增持 |
| 12 | DFAT | DIMENSIONAL ETF TRUST | $10.0M | 2.10% | 142,440 | 减持 |
| 13 | VSDM | VANGUARD MUN BD FDS | $9.9M | 2.08% | 128,709 | 增持 |
| 14 | CVX | CHEVRON CORPORATION | $9.4M | 1.99% | 56,711 | 减持 |
| 15 | MRK | MERCK & CO INC | $9.3M | 1.96% | 72,201 | 增持 |
| 16 | DFAW | DIMENSIONAL ETF TRUST | $9.1M | 1.92% | 110,004 | 减持 |
| 17 | DFAX | DIMENSIONAL ETF TRUST | $9.1M | 1.92% | 247,021 | 增持 |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $8.8M | 1.86% | 123,861 | 减持 |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $8.7M | 1.84% | 205,596 | 增持 |
| 20 | VBR | VANGUARD INDEX FDS | $7.4M | 1.56% | 30,374 | 减持 |
| 21 | VNQ | VANGUARD INDEX FDS | $6.9M | 1.46% | 71,580 | 增持 |
| 22 | IAU | ISHARES GOLD TR | $6.8M | 1.43% | 89,415 | 减持 |
| 23 | VB | VANGUARD INDEX FDS | $6.7M | 1.42% | 22,163 | 减持 |
| 24 | DFSV | DIMENSIONAL ETF TRUST | $6.0M | 1.28% | 155,852 | 增持 |
| 25 | VOO | VANGUARD INDEX FDS | $6.0M | 1.26% | 8,694 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR